Certification management
In the Practice Staff section, the Account Owner/Account Manager can only view a user’s certification status and download their certificate if the user has accepted an invitation:
If a user has not yet completed certification, you can invite them to do so by clicking on SEND INVITATION.
This is how the information about certification is displayed in a user's profile:
- In a web browser (with the option to download the certificate):
- On mobile devices, you'll see a label indicating that the certification has been successfully completed.
Related Articles
Business account roles
A member is a person who has an ApprovalMax profile and has been assigned to a Partner account as a related person. Member is visible in Practice staff list and has access to a Partner Portal. A user manager has the same authority as a member plus ...What is Practice Staff?
This feature allows Account Owners/Account Managers/User Managers to add users to a Partner account (i.e. a business account with approved Partner status). It also gives them certain access to Practice Staff members, the subscriptions, and ...Does ApprovalMax have security and privacy accreditation? (SOC Type2, ISO27001, etc.)
Yes, ApprovalMax has ISO 27001:2022 certification. For questions related to information security, please refer to our Security Portal.Security - most frequently asked questions
Below, you'll find the answers to the most frequently asked security-related questions: ApprovalMax is GDPR compliant ApprovalMax supports Xero SSO, QuickBooks Online SSO, Google SSO, Microsoft SSO ApprovalMax supports Xero OAuth 2.0 ApprovalMax ...How can I add Bills that were created and approved directly in Xero to a Xero Batch Payment?
To enable the pulling of all Bills from Xero to ApprovalMax for seamless management with the Xero Batch Payment workflow, you must activate the option "Fraud detection - bypass the approval workflow" in the Bill workflow settings.